2018 Semiannual Newsletter: Your Life. Your Community. Your Plan.
Our work is fun and extremely gratifying. Each passing year seems better than the last. Thanks for your commitment to our firm’s process and philosophies. Special thanks to the CPAs, Attorneys, and friends that introduced new people to the firm. We welcomed many “nearly-retired” couples, retirees, and closely-held businesses to the firm in 2017. To better and more efficiently serve you, we continue to evolve. Here are some recent updates that are worth sharing:
- We adopted the “Wealthguide” system to serve as our one-stop shop for anything relevant to your business or personal situation, such as your Estate Plan, Income Plan, Investment Policy, Workplace Benefits, etc. We track and review 30+ areas of your situation to make sure your goals are met in a variety of future scenarios.
- Our Business Continuity documents were updated (as we do annually) to make sure there is a clear path should an unfortunate death or disability occur. “What happens to my accounts if something happens to you?” always has a clear answer.
- Increased regulation has forced us to be more selective on the type of client that we can work with. In response, we increased the asset level for all new clients.
- We sharpened up our Core, Internal Processes. Our Disaster Recovery, Client Onboarding, Client Review, and 401k Implementation processes were all updated. We look forward to seeing many of you this Tax Season. Have a great start to 2018!